United Advisor Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Buy	16,845 +525	+3%	+$38.2K	0.21%	113
2025 Q1	$1.07M	Buy	16,320 +3,529	+28%	+$232K	0.22%	111
2024 Q4	$882K	Buy	12,791 +196	+2%	+$13.5K	0.17%	133
2024 Q3	$850K	Buy	12,595 +5,657	+82%	+$382K	0.19%	120
2024 Q2	$444K	Buy	+6,938	New	+$444K	0.14%	147